> ## Documentation Index
> Fetch the complete documentation index at: https://docs.ledgersyncappv2.com/llms.txt
> Use this file to discover all available pages before exploring further.
# Set up in Claude
> Add LedgerSync to Claude, sign in, and ask your first question.
New to LedgerSync? You create your account when you sign in, in the steps below.
Use [claude.ai](https://claude.ai) on a computer.
**Claude Free plan?** It allows only one added connector. Already added another one? Remove it first.
**Claude Team or Enterprise?** Your firm's Claude Owner adds LedgerSync first: **Organization settings**,
then **Connectors**, then **Add**, then **Custom**, then **Web**. After that you do not add anything: open
**Connectors**, find **LedgerSync**, click **Connect**, and go to [step 4](#sign-in).
Open [claude.ai](https://claude.ai). Click **Customize**, then **Connectors**. No menu on the left? Click
the sidebar button at the top left.
Click **Yours**. Is LedgerSync already there?
* It says **Connected**: go to [step 5](#always-allow).
* It says **Connect** or **Reconnect**: click it and go to [step 4](#sign-in).
* It is not there: do the next step.
Opens Claude with LedgerSync already filled in.
Claude opens the **Add custom connector** box. The name **LedgerSync** and the address are already
filled in.
Claude also shows a red box: **This connector was suggested by an external link. Verify the name and
URL are from a developer you trust before adding.** That is expected. Check that the address is
`https://api.ledgersyncappv2.com/mcp`. Then click **Continue**.
Your box shows **Add** instead of **Continue**? Do not change anything. Click **Add** and go to
[step 4](#sign-in).
Copy this address. Click the copy icon on the right of the box.
```text theme={null}
https://api.ledgersyncappv2.com/mcp
```
In **Connectors**, click **Add**, then **Add custom connector**.
Type **LedgerSync** in the name box. Click the address box, then press **Ctrl+V** (Windows) or
**Command+V** (Mac). Click **Continue**.
Then do the next step.
Claude says this address is already added? Look under **Yours** in [step 1](#check). Not there? Reload
the page, or sign out of Claude and back in. Then try again.
Do not change anything on this screen. Click **Add**.
Click **Connect** (skip this if you already clicked it).
The LedgerSync sign-in page opens. Type your email or your LedgerSync username. Click **Next**.
Already signed in to LedgerSync in this browser? You go straight to the **Allow** page.
* **Your firm uses LedgerSync:** type your LedgerSync password. Click **Sign in**. You use two-step
sign-in? Type your code and click **Verify**. See **Create your LedgerSync account** instead? Do not
click it. Click **Change** and type your LedgerSync username.
* **New to LedgerSync:** the page says **Create your LedgerSync account**. Click **Create account** and
follow [New to LedgerSync](/ai/new-to-ledgersync). It ends on the **Allow** page below.
* **Approved developer accounts:** type your developer portal email. LedgerSync sends you to the developer
portal sign-in. An application still waiting for its first approval cannot connect yet.
Then click **Allow**.
Claude asks to access your account. Click **Allow access**. You only see this the first time.
In **Customize**, then **Connectors**, click **LedgerSync**. Next to **Read-only tools**, pick **Always
allow**.
Claude keeps asking before it changes anything, unless you click **Always allow** on one of those
questions. For changes, click **Allow once**.
Click **New**. Ask:
```text theme={null}
Use LedgerSync to check whether my account is ready.
```
Claude does not use LedgerSync? Click **+** in the message box, then **Connectors**, and turn
**LedgerSync** on.
LedgerSync now also works in the Claude desktop and phone apps.
## Now ask
What the AI answers to the test question:
* It says LedgerSync is ready: ask anything below.
* It says we're reviewing your new firm: add your clients now. Bank connections open after the review.
* Anything else: see [Troubleshooting](/ai/troubleshooting).
### New account? Add your first client
A new LedgerSync account has no clients yet. Add your first one. Acme is an example: use your client's name.
Ask: "Add my client Acme and give me a link to connect their bank."
Open the link. Pick your client's bank and sign in with their bank login. This happens on a LedgerSync
page, never in the chat.
Don't have their bank login? Send the link to your client by email or text, and they do it. The link
works for 3 days.
When the bank is connected, ask: "Show Acme's bank balances."
Already use the LedgerSync app? Your clients are already here. Go straight to the examples below.
### More things to ask
"Does LedgerSync work with First National Bank?"
"Find my client Acme."
"Show Acme's bank balances."
"Show last month's transactions for Acme's checking account."
"Get Acme's September bank statement."
"Which of my clients' banks are not working?"
"Send Acme a link to connect their bank."
**Nobody types a bank password in the chat.** When a bank needs a password, the AI gives you a link to a
LedgerSync page. The password goes there.
Before the AI changes something, it asks you first. Say yes if it looks right.
A bank needs the LedgerSync desktop app? The AI tells you when a refresh needs it. See
[Banks that need the desktop app](/ai/desktop-app).
To remove LedgerSync from Claude, see [Troubleshooting](/ai/troubleshooting#remove-or-turn-off-ledgersync).
Stuck? Email [support@ledgersync.com](mailto:support@ledgersync.com) with the step and what the screen says.
Never send passwords or card numbers.
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